SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.5M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.3M 0.11%
+7,742
202
$1.29M 0.11%
+111,778
203
$1.29M 0.11%
+4,666
204
$1.29M 0.11%
+15,953
205
$1.28M 0.11%
+5,960
206
$1.28M 0.11%
+11,366
207
$1.28M 0.11%
+41,604
208
$1.25M 0.1%
+16,950
209
$1.25M 0.1%
+11,049
210
$1.25M 0.1%
+4,684
211
$1.25M 0.1%
+22,518
212
$1.24M 0.1%
+30,126
213
$1.23M 0.1%
+10,980
214
$1.22M 0.1%
+16,570
215
$1.2M 0.1%
+5,517
216
$1.18M 0.1%
+27,320
217
$1.17M 0.1%
+27,828
218
$1.17M 0.1%
+127,831
219
$1.17M 0.1%
+36,210
220
$1.17M 0.1%
+43,352
221
$1.16M 0.1%
+6,890
222
$1.15M 0.09%
+19,505
223
$1.15M 0.09%
+14,168
224
$1.15M 0.09%
+5,417
225
$1.14M 0.09%
+11,031
7 8
9
10 11